Semiconductor & Technology Specialist, Ingenuity

William Keating

Dr. William Keating is a highly experienced senior executive with over 25 years experience in the IT/Semiconductor Industry. The majority of Dr. Keating's career was spent at Intel Corporation where he held senior leadership positions in Europe, the US and Asia from 1992 through 2014. He served as Intel's IT Director for APAC, China & Japan from 2005 through 2014 when he was based in Hong Kong and was responsible for the IT systems (Infrastructure, Networks, Data Centres, ERP, Sales & Marketing systems, Business Intelligence etc. ) for all of Intel's offices & factories through the region. From 1998 through 2005, he was the founder & director of an internal IT Consulting Organisation (IT Flex Services), a 500-person team which remains a core part of the Intel IT Organisation to this day. Dr. Keating's first 6 years at Intel were spent in charge of the Factory Automation Systems (Robotics, Databases, Networks, Servers, Clients etc.) supporting Intel's then state-of-the-art 200mm factory network. Since leaving Intel in 2014, Dr Keating established his own Technology Research & Consulting Company (www.ingenuity.hk) where he focuses on the products, roadmaps & technologies of companies such as Intel, AMD, Samsung, Apple, Micron- as well as the key equipment suppliers to those companies e.g. ASML, AMAT, Canon, Nikon etc. Dr. Keating specializes in niche topics of high significance within the semiconductor industry. These include the future of Moore's Law and in particular the significance of Lithography in maintaining Moore's Law (EUV, SDA, NanoImprint), the role & growth of the GPU in specialised applications such as Deep Learning (Neural Networks) for Voice, Image & Pattern recognition at companies such as Facebook, Google & Baidu. He also holds regular discussions on the future of memory, in particular the rise of 3D NAND and the emergence of new memory technologies such as 3D Xpoint.

Semiconductor & Technology Specialist

Semiconductor Wafer Fab Equipment. Solid Second Quarter, Strong July, On Track For >10% YoY Growth.

The Pandemic Will Help Drive Silicon Wafer Fab Spending Increases Through 2023

Memory Recovery Reverses Course As Prices Fall Across The Board

Semiconductor WFE Strong 2019 Finish And Double Digit 2020 Outlook, Albeit With A Coronavirus Caveat

Semiconductor WFE Spending & Net Income Rebound Strongly In Q3 2019

ASML. Second Half Memory Recovery Is More Hope Than Expectation

TSMC. Setting The Stage For Record Growth In 2020 And Beyond

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Thematic (Sector/Industry)

Macau Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<p>With <a href="https://www.smartkarma.com/entities/applied-materials-inc" target="_blank" data-smartkarma-citation="entities:283:1" rel="noopener">Applied Materials (AMAT US)'s </a> report last week, first quarter results are now complete for the top 5 semiconductor WFE companies globally. Combined revenues for the group amounted to $13.6 billion, down 11.6% sequentially but nonetheless up 8.3% YoY. While all reported challenges with shipping and logistics, AMAT and <a href="https://www.smartkarma.com/entities/asml-holding-nv" target="_blank" data-smartkarma-citation="entities:21097:1" rel="noopener">ASML Holding NV (ASML NA)</a> were the most impacted in terms of missed shipments during the quarter. However, both companies still expect those shipments to be completed in the current or later quarters. </p><p>In keeping with their peers in other segments of the semiconductor industry, current quarter and full year guidance was in short supply. Nonetheless, all five presented upbeat outlooks, noting strong CapEx spending plans, no order cancellations of any significance and particular strength in logic and foundry. Furthermore, capacity-related memory spending,  which had been a headwind for the past six quarters, would appear to have troughed and likely to be flat to slightly up through the remainder of the year. </p>

With Applied Materials (AMAT US)'s  report last week, first quarter results are now complete for the top 5 semiconductor WFE companies globally. Combined revenues for the group amounted to $13.6 billion, down 11.6% sequentially but nonetheless up 8.3% YoY. While all reported challenges with shipping and logistics, AMAT and ASML Holding NV (ASML NA) were the most impacted in terms of missed shipments during the quarter. However, both companies still expect those shipments to be completed in the current or later quarters. In keeping with their peers in other segments of the semiconductor industry, current quarter and full year guidance was in short supply. Nonetheless, all five presented upbeat outlooks, noting strong CapEx spending plans, no order cancellations of any significance and particular strength in logic and foundry. Furthermore, capacity-related memory spending,  which had been a headwind for the past six quarters, would appear to have troughed and likely to be flat to slightly up through the remainder of the year. 

Semiconductor WFE. Supply Constrained For Now With An Upbeat Outlook For CY 2020 Overall